Oak Thistle LLC’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $600K | Buy |
+8,475
| New | +$600K | 0.09% | 352 |
|
2023
Q4 | – | Sell |
-25,075
| Closed | -$1.4M | – | 546 |
|
2023
Q3 | $1.4M | Buy |
25,075
+11,552
| +85% | +$647K | 0.41% | 49 |
|
2023
Q2 | $814K | Buy |
13,523
+7,820
| +137% | +$471K | 0.43% | 66 |
|
2023
Q1 | $354K | Buy |
+5,703
| New | +$354K | 0.21% | 222 |
|